Mid Atlantic Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Mid Atlantic Financial Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$4.34M	Sell	19,822 -169	-0.8%	-$37.5K	0.29%	74
2021 Q2	$4.58M	Buy	19,991 +4,421	+28%	+$994K	0.31%	67
2021 Q1	$3.44M	Buy	15,570 +569	+4%	+$124K	0.25%	92
2020 Q4	$2.94M	Buy	15,001 +2,145	+17%	+$375K	0.23%	99
2020 Q3	$2.18M	Sell	12,856 -615	-5%	-$92.5K	0.19%	118
2020 Q2	$1.93M	Buy	13,471 +1,087	+9%	+$143K	0.19%	113
2020 Q1	$1.42M	Sell	12,384 -31	-0.2%	-$4.62K	0.16%	118
2019 Q4	$2.06M	Sell	12,415 -151	-1%	-$23.9K	0.19%	113
2019 Q3	$1.9M	Sell	12,566 -2,700	-18%	-$412K	0.2%	101
2019 Q2	$2.37M	Buy	15,266 +3,295	+28%	+$508K	0.25%	83
2019 Q1	$1.83M	Sell	11,971 -870	-7%	-$131K	0.2%	102
2018 Q4	$1.72M	Buy	+12,841	New	+$1.92M	0.21%	108

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mid Atlantic Financial Management's IWM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.85% in Q3 2021, selling an estimated $37.5K and leaving 19,822 shares worth $4.34M. The position accounts for 0.29% of the portfolio, ranked #74.

Mid Atlantic Financial Management first reported a position in IWM in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.58M in Q2 2021. 1,813 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Mid Atlantic Financial Management held 19,822 shares of iShares Russell 2000 ETF worth $4.34M as of Q3 2021.
Mid Atlantic Financial Management sold 169 iShares Russell 2000 ETF shares in Q3 2021, an estimated $37.5K.
iShares Russell 2000 ETF made up 0.29% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #74 holding.
Mid Atlantic Financial Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares Russell 2000 ETF position peaked at $4.58M in Q2 2021.
1,813 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.